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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$164M
3
+$111M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$99.8M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$84.6M

Top Sells

1
+$179M
2
+$140M
3
+$121M
4
IYW icon
iShares US Technology ETF
IYW
+$103M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$79.9M

Sector Composition

1 Technology 6.45%
2 Healthcare 3.94%
3 Financials 3.64%
4 Consumer Discretionary 2.36%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3501
$5K ﹤0.01%
91
3502
$5K ﹤0.01%
89
3503
$5K ﹤0.01%
+247
3504
$5K ﹤0.01%
455
+95
3505
$5K ﹤0.01%
500
+395
3506
$5K ﹤0.01%
119
-262
3507
$4K ﹤0.01%
+89
3508
$4K ﹤0.01%
+472
3509
$4K ﹤0.01%
547
+377
3510
$4K ﹤0.01%
137
-121
3511
$4K ﹤0.01%
24
-125
3512
$4K ﹤0.01%
395
+22
3513
$4K ﹤0.01%
203
-545
3514
$4K ﹤0.01%
109
-656
3515
$4K ﹤0.01%
563
+159
3516
$4K ﹤0.01%
95
+12
3517
$4K ﹤0.01%
112
3518
$4K ﹤0.01%
460
-3
3519
$4K ﹤0.01%
378
3520
$4K ﹤0.01%
141
+12
3521
$4K ﹤0.01%
146
-9
3522
$4K ﹤0.01%
493
+69
3523
$4K ﹤0.01%
1,351
+893
3524
$4K ﹤0.01%
81
3525
$4K ﹤0.01%
156
+1
139 140
141
142 143